Jo is a respected moral and ethical leader, with a strong conduct and client focus, built through an extensive financial services career.
Jo has both breadth and depth of experience in regulatory compliance and risk management; including leadership of the development and delivery of risk frameworks and risk-based monitoring & assurance, combined with a vast technical knowledge and experience of FCA and PRA regulations.
Jo is currently Compliance Director for Succession Wealth and has held Compliance Oversight responsibility (SMF16) for a number of financial services firms. Jo has worked in senior roles across the financial services sector including Insurance, Retail Banking and Card Services firms in both risk, compliance and financial advisory roles.
Jo has a passion for corporate social responsibility, coaching and people development, and proven expertise establishing and motivating highly effective teams and cultures.